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Convergence Financial’s JPMorgan Chase JPM Stock Holding History

Convergence Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.33M Sell
11,323
-4,149
-27% -$1.26M 0.35% 51
2025
Q4 		$4.99M Buy
15,472
+282
+2% +$87.3K 0.73% 32
2025
Q3 		$4.79M Sell
15,190
-291
-2% -$86.5K 0.72% 34
2025
Q2 		$4.49M Buy
15,481
+23
+0.1% +$5.87K 0.77% 30
2025
Q1 		$3.79M Buy
15,458
+508
+3% +$130K 0.74% 27
2024
Q4 		$3.58M Buy
14,950
+307
+2% +$71.5K 0.71% 30
2024
Q3 		$3.09M Buy
14,643
+1,576
+12% +$332K 0.66% 31
2024
Q2 		$2.64M Buy
+13,067
New +$2.55M 0.7% 30

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Convergence Financial's JPM Position: Q1 2026 in Review

Convergence Financial reduced its JPMorgan Chase (JPM) stake by 27% in Q1 2026, selling an estimated $1.26M and leaving 11,323 shares worth $3.33M. The position accounts for 0.35% of the portfolio, ranked #51.

Convergence Financial first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.99M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Convergence Financial held 11,323 shares of JPMorgan Chase worth $3.33M as of Q1 2026.
  • Convergence Financial sold 4,149 JPMorgan Chase shares in Q1 2026, an estimated $1.26M.
  • JPMorgan Chase made up 0.35% of Convergence Financial's portfolio in Q1 2026, its #51 holding.
  • Convergence Financial first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's JPMorgan Chase position peaked at $4.99M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.